Category: inheritance

Tax Plan May Retain Massive Wealth Transfers

Republicans in the House of Representatives have proposed a tax plan that allows a continued transfer of wealth between generations, according to the ... Read More »

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Inherited Roth IRA Can Be Stretched

Because a Roth IRA is subject to the current income tax when contributions are made, the money is not taxed later when it is taken out of the account.... Read More »

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Stretch IRA Could Become a Tool of the Past

An IRA is known as a retirement tool but it is also an estate planning tool. This is especially true with a stretch IRA, where the beneficiary of the ... Read More »

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